Taylor, Jonathan, AGT

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I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists. Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security. This is done by specializing in working with successful, driven individuals who are seeking financial information, a comprehensive plan, and a long-term relationship with a knowledgeable professional. With my team of experienced financial experts, I customize plans that include tax-efficient and wealth preservation strategies to help you build a strong financial foundation throughout life.